Leads that become clients and projects without re-typing.
A pipeline that ends somewhere. When a deal is won, the client record, the project and the first invoice already exist, with the notes and documents from the sale attached.
The handover from sales to delivery loses everything.
A deal closes in one tool and is typed again into another. The promises made during the sale stay in an inbox, and the delivery team finds out about them in week three.
Replaces: standalone CRMs, deal spreadsheets
What you get
Connected to everything else.
What changes elsewhere in the business when something changes here.
The client record is created from the deal, with its history intact.
Scope and promises travel with the handover.
Campaign to deal to revenue, in one chain.
Three questions your assistant can answer from the pipeline.
Crosses CRM, Projects and Finance and lists the gaps with owners.
Reads the proposal and the notes on the deal, and summarises commitments.
Compares stage ages against your own history and flags stalled deals.
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CRM questions
It covers pipeline, contacts, activity and proposals for a team selling services. If you run outbound sequences at scale, keep your sales tool and let it feed ZlyntOffice.